|
1
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$720M
|
+$67M
|
+1,823,907
|
+11%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$352M
|
+$3.37M
|
+91,662
|
+1%
|
|
|
3
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$241M
|
-$2.16M
|
-58,750
|
-0.9%
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$126M
|
+$2.5M
|
+68,017
|
+2%
|
|
|
5
|
|
$119M
|
–
|
–
|
–
|
|
|
6
|
Tolleson Wealth Management
Dallas,
Texas
|
$118M
|
+$4.72M
|
+128,355
|
+4%
|
|
|
7
|
Atomi Financial Group
New York
|
$75.7M
|
+$1.65M
|
+44,916
|
+2%
|
|
|
8
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$69.5M
|
-$175K
|
-4,750
|
-0.3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$54.3M
|
+$772K
|
+21,017
|
+1%
|
|
|
10
|
Kestra Investment Management
Austin,
Texas
|
$47.1M
|
-$401K
|
-10,920
|
-0.9%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$43.9M
|
+$4.78M
|
+129,995
|
+13%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.3M
|
-$229K
|
-6,229
|
-0.6%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$32.5M
|
-$304K
|
-8,266
|
-1%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
$29.9M
|
+$29.1M
|
+792,855
|
New
|
|
|
15
|
Modern Wealth Management
Lenexa,
Kansas
|
$28.6M
|
-$579K
|
-15,751
|
-2%
|
|
|
16
|
|
$28.4M
|
-$1.1M
|
-29,990
|
-4%
|
|
|
17
|
|
$27.1M
|
-$841K
|
-22,894
|
-3%
|
|
|
18
|
First Command Advisory Services
Fort Worth,
Texas
|
$26.5M
|
+$179K
|
+4,878
|
+0.7%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$25.9M
|
+$3.17M
|
+86,289
|
+14%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.8M
|
-$857K
|
-23,334
|
-3%
|
|
|
21
|
AlphaCore Capital
La Jolla,
California
|
$23.4M
|
+$22.8M
|
+620,578
|
New
|
|
|
22
|
Weil Company
San Diego,
California
|
$17.1M
|
+$1.09M
|
+29,789
|
+7%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$14.7M
|
-$1.57M
|
-42,684
|
-10%
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$14.6M
|
-$463K
|
-12,613
|
-3%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
-$497K
|
-13,532
|
-4%
|
|
